Amanda Rogers
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The directors of an established not-for-profit organisation came to WLM Financial concerned that they weren’t getting coherent reports and information, and as a result couldn’t make strategic decisions.
A general medical practice needed us to review their contractual arrangements following a laborious payroll tax audit. Unfortunately, the NSW Office of State Revenue (OSR) had earlier determined that all doctors working on a service fee arrangement..
In this case study we explore how implementing the right systems to streamline and automate their manual processes created much needed capacity for these family business owners, allowing them to take a well earned holiday!
Our client, a successful business owner, had purchased a property to knock down and redevelop as a new family home, intending to sell the current family home once the development was complete. She contacted us to arrange the finance, as we’d..
When a business starts up, cash is king. A good accountant can provide invaluable advice on how to maximise cashflow in the early years while saving for the looming taxes.
It is a universal truth that everyone wants a secure future so they can live out their golden years in comfort. In our youth, we study with the aim of being able to land great positions in the workforce. Then as working professionals we strive to..
